Lenox Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $42K | Buy |
1,121
+279
| +33% | +$10.5K | 0.01% | 274 |
|
|
2020
Q1 | $24K | Buy |
842
+672
| +395% | +$19.2K | 0.01% | 312 |
|
|
2019
Q4 | $11K | Sell |
170
-52
| -23% | -$3.37K | ﹤0.01% | 438 |
|
|
2019
Q3 | $13K | Buy |
+222
| New | +$13K | ﹤0.01% | 416 |
|
|
2018
Q4 | – | Sell |
-2,621
| Closed | -$199K | – | 690 |
|
|
2018
Q3 | $199K | Buy |
2,621
+5
| +0.2% | +$380 | 0.06% | 143 |
|
|
2018
Q2 | $199K | Buy |
2,616
+130
| +5% | +$9.89K | 0.06% | 135 |
|
|
2018
Q1 | $167K | Buy |
2,486
+2,117
| +574% | +$142K | 0.05% | 139 |
|
|
2017
Q4 | $27K | Buy |
369
+149
| +68% | +$10.9K | 0.01% | 279 |
|
|
2017
Q3 | $15K | Hold |
220
| – | – | 0.01% | 347 |
|
|
2017
Q2 | $14K | Buy |
+220
| New | +$14K | 0.01% | 343 |
|